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  11. Rosebridge

Rosebridge

Independent Financial Adviser 20 Nicholas Street, Chester, Cheshire, CH1 2NX
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Multi award winning national group of independent Chartered Financial Planners offering personalised advice to individuals, businesses, charities and trusts.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Make an enquiry Request a call back 01244 988939 Recommend to a friend
Meet our advisers
Jane O'Hara FPFS, Chartered Financial Planner
Independent Financial Adviser
Accreditations
Chartered Financial Planner
Gareth Griffiths BSc (Hons), Dip PFS
Managing Director
Phillip Rose
Director
Accreditations
Chartered Financial Planner
What our clients say
I have known Gareth Griffiths for a long time as both a trustee and board member of the PFA. I have been very impressed with his integrity and knowledge of pensions and investments and would have no hesitation in recommending his services.
Gordon Taylor OBE, Chief Executive PFA
Our firm works very closely with IFA on a number of mutual clients. Phil and his team are very proactive in both the day-to-day pensions and wealth management, and the wider issues that affect the business owner. They are also truly independent professionals who put their clients first at all times. My personal experience has been that clients are delighted with the service they receive, and are happy to recommend their friends as well.
Michael Dawson, Managing Director, Forbes Dawson
Group IFA have been advising me both personally and business wise for over 10 years. During that time I have been provided with first class advice and we have undertaken a number of building acquisitions and completed an MBO. The staff are all professional, approachable and respond to queries very quickly. They have always listened, understood and provided tailored advice for our needs at the time.​ I would not hesitate in recommending Group IFA.
Julian Roebuck, Managing Director - Gresham Office Furniture
I have found them extremely helpful and knowledgeable. They always come back quickly and efficiently with any questions or problems I have and I never felt that I am being sold to. They have always been professional and confidential in everything they do and I would not hesitate to recommend them to anyone.
Dan Ashworth, FA Technical Director
Phil Rose provides my family with technical pension and financial advice. Over the last 12 years he has always been proactive when considering the needs of the family business and has acted as a truly independent professional who always places his clients first.
Mahmud Kamani, BooHoo Founder
Where to find us

20 Nicholas Street, Chester, Cheshire, CH1 2NX

Make an enquiry
About us

Rosebridge is a firm of Chartered Financial Planners that provides tailored financial planning and wealth management solutions to high net worth individuals and corporate clients looking to build and safeguard their financial future.

Our expertise, professionalism and commitment to providing high quality advice has also been recognised by being named as one of thewealthnet's Top 25 Financial Planning Companies for the last three consecutive years. This accolade highlights the best and most successful private client focused advisory firms in the country.

Our clients, be they individual, families, trustees or corporate entities, typically have more challenging and complex requirements. Our goal is therefore to provide you with a truly personalised service that delivers the best possible outcome for your specific requirements now and in the future.

Whilst we specialise in creating and preserving wealth, our approach is simple and practical. We gain a complete understanding of your needs, provide initial and ongoing advice to meet desired outcomes or rectify problems and charge fees that are transparent and agreed with you in advance.

Our services

Tailored financial planning wealth management solutions for high net worth individuals, charities, trusts and businesses:

Wealth creation,
Wealth utilisation and preservation,
Wealth transfer between generations,
Cash flow planning,
Technical pension and estate taxation and life time allowance analysis.

We work in collaboration with other professional advisers.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Rosebridge and Group IFA are trading styles of Pro Sport Wealth Management Ltd which is an Appointed Representative of Independent Financial Advisor Ltd which is authorised and regulated by the Financial Conduct Authority. Financial Conduct Authority Number 447461. Registered in England & Wales. Registration Number 08973379. Registered office: Investment House, Bolton Road, Bradshaw, Bolton, Lancashire, BL2 3EU.

Make an enquiry Request a call back 01244 988939 Recommend to a friend
Contact options
Make an enquiry Request
a call back 01244 988939 Recommend to a friend

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